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Alcohol

Brewers, distillers, and winemakers sell brands with very long lives and steady pricing power. Volumes are flat in mature markets, so growth has to come from premium products and from newer ones.

24 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1676
CWM
Consultiva Wealth Management
Puerto Rico
$71K -$454 3 0.22% Reduced
1677
HCM
Hilton Capital Management
New York
$71K +$77.9K 2 0.01% New
1678
DJSG
D.J. St. Germain
Massachusetts
$68.1K +$12.2K 4 0% Increased
1679
AFG
Albion Financial Group
Utah
$65.9K +$325 4 0% Increased
1680
Raiffeisen Bank International
Raiffeisen Bank International
Austria
$65.9K -$8.12K 3 0% Reduced
1681
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$65.1K -$115K 4 0% Reduced
1682
OIA
Optimum Investment Advisors
Illinois
$65.1K $0 1 0.03% Maintained
1683
Aspiriant LLC
Aspiriant LLC
California
$64.1K +$246 1 0% Increased
1684
POIA
Pin Oak Investment Advisors
Texas
$64K $0 3 0.05% Maintained
1685
NFSG
Newbridge Financial Services Group
Florida
$63.5K +$60K 4 0.01% Increased
1686
S
Sachetta
Massachusetts
$62.9K -$9.55K 5 0.02% Reduced
1687
IFG Advisory
IFG Advisory
Georgia
$62.8K $0 1 0% Maintained
1688
BIA
Bell Investment Advisors
California
$62.3K +$18K 10 0.01% Increased
1689
MSG
Main Street Group
Virginia
$62.2K -$7.7K 6 0.02% Reduced
1690
NAMM
NorthStar Asset Management (Massachusetts)
Massachusetts
$62.1K $0 1 0.02% Maintained
1691
CVA
Central Valley Advisors
California
$60.5K $0 1 0.02% Maintained
1692
CAL
Capital Advisors Ltd
Ohio
$60K -$12K 4 0.01% Reduced
1693
JEST
JTC Employer Solutions Trustee
Jersey
$60K $0 1 0.01% Maintained
1694
WAG
Winthrop Advisory Group
Massachusetts
$60K $0 1 0.01% Maintained
1695
ADL
Asset Dedication LLC
California
$59.6K +$41.8K 6 0% Increased
1696
TIM
Thompson Investment Management
Wisconsin
$59.4K $0 3 0.01% Maintained
1697
NC
NewSquare Capital
Pennsylvania
$58.9K +$36.5K 3 0% Increased
1698
MIM
Manitou Investment Management
Ontario, Canada
$57.4K -$21.1M 1 0.01% Reduced
1699
HI
Hoey Investments
Pennsylvania
$55.6K +$53.7K 3 0.01% Increased
1700
SCM
Silvant Capital Management
Georgia
$55.3K $0 1 0% Maintained